Todd H. Evans is an Accredited Investment Fiduciary and Partner at Capital Financial Partners, LLC.
Todd and his team are fiduciaries who specialize in fee-based Financial Planning and Asset Management. At Capital Financial we’ll work one-on-one with you to formulate a plan that takes into account the changing economic environment, your current situation and all your goals and dreams for the future.
Our firm combines old-fashioned customer service with the convenience and ease of today’s top technology. We build tailored, comprehensive plans thoughtfully developed based on your distinct needs and goals.
For our ultra-high net worth clients - you may face a broader and more complex set of wealth management challenges. We work with our partners and other world-class resources to help you address these needs and formalize the management, structure, and oversight of your personal finances. Our approach includes an emphasis on family dynamics, asset protection strategies and business succession planning, with a focus on helping you transfer your assets efficiently and supporting the causes and institutions you care about most.
Todd attended Harvard Business School and received a certificate for his studies in Alternative Investments. This is the study of Private Equity, Private Debt, Distress Investing and Secondaries, Hedge Funds, Real Estate, and Portfolio Construction.
Todd graduated in 2007, with a Bachelor of Arts degree in Business Administration and Economics from Virginia Wesleyan University where he also played lacrosse. Todd was a multi-year captain of the team. He was selected for First Team All-Conference and First Team All-Virginia. Todd was also selected to represent Virginia Wesleyan University with the Leadership award.
When not working Todd enjoys being with his family. His wife Maggie - their twin children Wells and Maisie, and their newest addition, Whit. Todd also enjoys exercising and playing tennis. 4305022RLB_May24